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UTI vs HSBC Business Cycles Fund compare

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tortoise-icon UTI-Transpotation and Logistics Fund-Growth Option

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tortoise-icon HSBC Business Cycles Fund - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option HSBC Business Cycles Fund - Regular Growth
Fund UTI-Transpotation and Logistics Fund-Growth Option HSBC Business Cycles Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹3565 Cr ₹1124 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 30 Jul 2005 20 Aug 2014
Category Thematic Transportation Other Themes
Fund Type Open Ended Open Ended
Benchmark Nifty Transportation & Logistics TRI NIFTY 500 TRI
Turn Over 14% 28%
Expense Ratio 1.96 2.28
Manager Sachin Trivedi Venugopal Manghat
ISIN Code INF789F01299 INF917K01RF8
Exits Load UTI Transportation and Logistics Fund - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 HSBC Business Cycles Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option HSBC Business Cycles Fund - Regular Growth
1 Month 6.35% -1.85%
6 Month 20.25% 16.71%
1 Year 2.57% 1.54%
3 Year 22.18% 21.72%
5 Year 26.06% 25.4%

SIP Return Analysis

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option HSBC Business Cycles Fund - Regular Growth
6 Month 8.6% 4.12%
1 Year 13.43% 5.12%
3 Year 19.97% 19.9%
5 Year 21.43% 20.57%

Rolling Lumpsum Returns

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option HSBC Business Cycles Fund - Regular Growth
1 Year 13.18% 11.61%
3 Year 16.2% 13.53%
5 Year 15.92% 10.79%

Risk Management

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option HSBC Business Cycles Fund - Regular Growth
Standard Deviation 16.16% 16.64%
Sharp 0.88% 0.94%
Beta - 1.10%
Alpha - 4.32%

Fund Managers

Scheme Name UTI-Transpotation and Logistics Fund-Growth Option HSBC Business Cycles Fund - Regular Growth
Name Sachin Trivedi Venugopal Manghat
Total AUM ₹7301 Cr ₹41442 Cr
Funds Managed 3 7
UTI-Transpotation and Logistics Fund-Growth Option HSBC Business Cycles Fund - Regular Growth

Market Cap

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

HSBC Business Cycles Fund - Regular Growth

Others 4.23 6.3
Large Cap 74.01 44.3
Small Cap 12.99 40.04
Mid Cap 8.78 9.36

Sector Allocation

Scheme Name

UTI-Transpotation and Logistics Fund-Growth Option

HSBC Business Cycles Fund - Regular Growth

Others 4.23 6.3
Consumer Cyclical 78.96 21
Industrials 16.81 25.75
Energy - 5.58
Technology - 1.13
Financial Services - 28.61
Basic Materials - 10.87
Real Estate - 0.76

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